8000 [docs] Describe the Cozystack release workflow by NickVolynkin · Pull Request #817 · cozystack/cozystack · GitHub
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139 changes: 139 additions & 0 deletions docs/release.md
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# Release Workflow

This section explains how Cozystack builds and releases are made.

## Regular Releases

When making regular releases, we take a commit in `main` and decide to make it a release `x.y.0`.
In this explanation, we'll use version `v0.42.0` as an example:

```mermaid
gitGraph
commit id: "feature"
commit id: "feature 2"
commit id: "feature 3" tag: "v0.42.0"
```

A regular release sequence starts in the following way:

1. Maintainer tags a commit in `main` with `v0.42.0` and pushes it to GitHub.
2. CI workflow triggers on tag push:
1. Creates a draft page for release `v0.42.0`, if it wasn't created before.
2. Takes code from tag `v0.42.0`, builds images, and pushes them to ghcr.io.
3. Makes a new commit `Prepare release v0.42.0` with updated digests, pushes it to the new branch `release-0.42.0`, and opens a PR to `main`.
4. Builds Cozystack release assets from the new commit `Prepare release v0.42.0` and uploads them to the release draft page.
3. Maintainer reviews PR, tests build artifacts, and edits changelogs on the release draft page.

```mermaid
gitGraph
commit id: "feature"
commit id: "feature 2"
commit id: "feature 3" tag: "v0.42.0"
branch release-0.42.0
checkout release-0.42.0
commit id: "Prepare release v0.42.0"
checkout main
merge release-0.42.0 id: "Pull Request"
```

When testing and editing are completed, the sequence goes on.

4. Maintainer merges the PR. GitHub removes the merged branch `release-0.42.0`.
5. CI workflow triggers on merge:
1. Moves the tag `v0.42.0` to the newly created merge commit by force-pushing a tag to GitHub.
2. Publishes the release page (`draft` → `latest`).
6. The maintainer can now announce the release to the community.

```mermaid
gitGraph
commit id: "feature"
commit id: "feature 2"
commit id: "feature 3"
branch release-0.42.0
checkout release-0.42.0
commit id: "Prepare release v0.42.0"
checkout main
merge release-0.42.0 id: "Release v0.42.0" tag: "v0.42.0"
```

## Patch Releases

Making a patch release has a lot in common with a regular release, with a couple of differences:

* A release branch is used instead of `main`
* Patch commits are cherry-picked to the release branch.
* A pull request is opened against the release branch.


Let's assume that we've released `v0.42.0` and that development is ongoing.
We have introduced a couple of new features and some fixes to features that we have released
in `v0.42.0`.

Once problems were found and fixed, a patch release is due.

```mermaid
gitGraph
commit id: "Release v0.42.0" tag: "v0.42.0"
checkout main
commit id: "feature 4"
commit id: "patch 1"
commit id: "feature 5"
commit id: "patch 2"
```


1. The maintainer creates a release branch, `release-0.42,` and cherry-picks patch commits from `main` to `release-0.42`.
These must be only patches to features that were present in version `v0.42.0`.

Cherry-picking can be done as soon as each patch is merged into `main`,
or directly before the release.

```mermaid
gitGraph
commit id: "Release v0.42.0" tag: "v0.42.0"
branch release-0.42
checkout main
commit id: "feature 4"
commit id: "patch 1"
commit id: "feature 5"
commit id: "patch 2"
checkout release-0.42
cherry-pick id: "patch 1"
cherry-pick id: "patch 2"
```

When all relevant patch commits are cherry-picked, the branch is ready for release.

2. The maintainer tags the `HEAD` commit of branch `release-0.42` as `v0.42.1` and then pushes it to GitHub.
3. CI workflow triggers on tag push:
1. Creates a draft page for release `v0.42.1`, if it wasn't created before.
2. Takes code from tag `v0.42.1`, builds images, and pushes them to ghcr.io.
3. Makes a new commit `Prepare release v0.42.1` with updated digests, pushes it to the new branch `release-0.42.1`, and opens a PR to `release-0.42`.
4. Builds Cozystack release assets from the new commit `Prepare release v0.42.1` and uploads them to the release draft page.
4. Maintainer reviews PR, tests build artifacts, and edits changelogs on the release draft page.

```mermaid
gitGraph
commit id: "Release v0.42.0" tag: "v0.42.0"
branch release-0.42
checkout main
commit id: "feature 4"
commit id: "patch 1"
commit id: "feature 5"
commit id: "patch 2"
checkout release-0.42
cherry-pick id: "patch 1"
cherry-pick id: "patch 2" tag: "v0.42.1"
branch release-0.42.1
commit id: "Prepare release v0.42.1"
checkout release-0.42
merge release-0.42.1 id: "Pull request"
```

Finally, when release is confirmed, the release sequence goes on.

5. Maintainer merges the PR. GitHub removes the merged branch `release-0.42.1`.
6. CI workflow triggers on merge:
1. Moves the tag `v0.42.1` to the newly created merge commit by force-pushing a tag to GitHub.
2. Publishes the release page (`draft` → `latest`).
7. The maintainer can now announce the release to the community.
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